Genesys Cloud's Documents dashboard is the primary interface for file management and organization, accessible through the "My Files" section. Users require either Content Management Admin permission for full administrative control or Content Management User permission for basic access. The dashboard enables users to view and manage workspaces, access their personal workspace, perform cross-workspace file searches, and track recently modified or uploaded files. Admins with appropriate permissions can create, update, and delete group workspaces, while regular users can upload and share files within the system. Key functionality includes organizing files through workspaces, searching across multiple workspaces, and monitoring recent file activity.
The following permission gives Admins access to Documents and the ability to create, update, and delete all group workspaces
General > Content Management Admin permission
The following permission gives users access to Documents and the ability to upload and share files
General > Content Management User permission
When you click My Files, the Document Dashboard is the first page you see. You use the Document Dashboard to:
View the workspaces that organize your files
Open your personal workspace
Search for files across all your workspaces
See the list of files that you have recently uploaded or edited